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LONG WALK MANAGEMENT LP

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13F filer, CIK 1869470, GREENWICH, CT

LONG WALK MANAGEMENT LP reported $343,533,471 across 11 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-14. Its ten largest share positions make up 94.96% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001869470-26-000006

Period
2026-03-31
Reported value
$344M
Holdings
11
Top 10 weight
94.96%
New
3
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
PINSnew+1,290,000$23.7M
ABNBnew+162,500$20.5M
NFLXnew+180,000$17.3M
SPOTadded+31,275$15.2M
GOOGLadded+37,500$10.8M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
UIreduced-38,900-$30.7M
AMDexited-134,400-$28.8M
SEexited-222,500-$28.4M
APPFreduced-177,250-$28M
DASHreduced-90,500-$13.6M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001869470-26-000006, largest first. % of portfolio is the value over $343,533,471, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
DASHDOORDASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114,000 shares; 2024Q4: 114,200 shares; 2025Q1: 169,000 shares; 2025Q2: 264,750 shares; 2025Q3: 212,000 shares; 2025Q4: 373,000 shares; 2026Q1: 282,500 shares 282,500$42.4M12.35%-90,500Timeline
NUNU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,250,000 shares; 2025Q2: 1,860,000 shares; 2025Q3: 3,430,000 shares; 2025Q4: 3,792,000 shares; 2026Q1: 2,940,000 shares 2,940,000$42.2M12.3%-852,000Timeline
CPNGCOUPANG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 950,000 shares; 2024Q4: 1,296,500 shares; 2025Q1: 2,417,500 shares; 2025Q2: 2,521,625 shares; 2025Q3: 2,935,000 shares; 2025Q4: 1,675,000 shares; 2026Q1: 2,162,500 shares 2,162,500$40.8M11.88%+487,500Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 104,500 shares; 2025Q1: 176,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100,000 shares; 2026Q1: 137,500 shares 137,500$39.5M11.51%+37,500Timeline
UIUBIQUITI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 69,185 shares; 2025Q3: 84,400 shares; 2025Q4: 84,150 shares; 2026Q1: 45,250 shares 45,250$35.8M10.41%-38,900Timeline
APPFAPPFOLIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,750 shares; 2024Q4: 65,500 shares; 2025Q1: 154,800 shares; 2025Q2: 276,325 shares; 2025Q3: 288,500 shares; 2025Q4: 381,750 shares; 2026Q1: 204,500 shares 204,500$32.3M9.39%-177,250Timeline
SPOTSPOTIFY TECHNOLOGY S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,500 shares; 2024Q4: 84,000 shares; 2025Q1: 46,750 shares; 2025Q2: 31,225 shares; 2025Q3: 17,800 shares; 2025Q4: 23,300 shares; 2026Q1: 54,575 shares 54,575$26.5M7.7%+31,275Timeline
PINSPINTEREST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,290,000 shares 1,290,000$23.7M6.89%newTimeline
NBISNEBIUS GROUP N.V.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 500,000 shares; 2025Q3: 473,250 shares; 2025Q4: 294,500 shares; 2026Q1: 217,000 shares 217,000$22.5M6.55%-77,500Timeline
ABNBAIRBNB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 162,500 shares 162,500$20.5M5.97%newTimeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 180,000 shares 180,000$17.3M5.04%newTimeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
AMDADVANCED MICRO DEVICES INC134,400$28.8Mshares
SESEA LTD222,500$28.4Mshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001869470-26-000006 base2026-05-14acceptance time not in the bulk data set